Evergreen Advisors as of Dec. 31, 2018
Portfolio Holdings for Evergreen Advisors
Evergreen Advisors holds 15 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Schwab U S Broad Market ETF (SCHB) | 61.6 | $62M | 1.0M | 59.93 | |
| Schwab International Equity ETF (SCHF) | 16.8 | $17M | 597k | 28.35 | |
| Schwab U S Small Cap ETF (SCHA) | 13.9 | $14M | 232k | 60.68 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.8 | $1.8M | 17k | 109.05 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 1.1 | $1.1M | 53k | 21.47 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $911k | 9.3k | 97.94 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.8 | $849k | 18k | 47.94 | |
| Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) | 0.8 | $797k | 16k | 50.07 | |
| Vanguard Total Stock Market ETF (VTI) | 0.5 | $531k | 4.2k | 127.58 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $390k | 8.6k | 45.61 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $368k | 5.3k | 69.34 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $252k | 1.9k | 132.08 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.2 | $247k | 4.8k | 51.85 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $205k | 821.00 | 249.70 | |
| Smartfinancial (SMBK) | 0.2 | $201k | 11k | 18.24 |
